Brian J. Yu

Wealthspire Retirement, Llc

Assets Managed

$1.667B

Holdings

310

Last Quarter

2026 - Q1

Filed Date

8d ago

Growth Rate

1.35%(2Q avg: 3.18%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthspire Retirement, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 310 positions.

Assets under management

The assets under management (AUM) of Wealthspire Retirement, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.667B in assets, with a quarterly growth rate of 1.35% and a 2-quarter average growth rate of 3.18%. The portfolio is managed by Brian J. Yu, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 14.88%	18.15%	$302.55M 463,174 shares@ $653.22 avg price	Increased 14.88%
SHV Ishares Short Treasury Bond Recent Activity Decreased -26.94%	6.86%	$114.224M 1.035M shares@ $110.39 avg price	Decreased -26.94%
IDEV Ishares Core Msci Dev Mkts Recent Activity Increased 2.83%	3.83%	$63.738M 762,690 shares@ $83.58 avg price	Increased 2.83%
IGIB Ishares 5-10y Inv Grade Corp Recent Activity Increased 17.25%	2.76%	$45.948M 863,357 shares@ $53.23 avg price	Increased 17.25%
AGG Ishares Core U.s. Aggregate Recent Activity Decreased -39.6%	2.53%	$42.058M 423,670 shares@ $99.28 avg price	Decreased -39.6%
ONEQ Fidelity Nasdaq Composite In Recent Activity Increased 6.78%	2.39%	$39.757M 468,223 shares@ $84.92 avg price	Increased 6.78%
VONG Vanguard Russell 1000 Growth Recent Activity Increased 2.98%	2.24%	$37.225M 339,365 shares@ $109.69 avg price	Increased 2.98%
SPLG Spdr Portfolio S&p 500 Etf Recent Activity Increased 9.72%	2.09%	$34.737M 453,841 shares@ $76.55 avg price	Increased 9.72%
VO Vanguard Mid-cap Etf Recent Activity Increased 7.17%	2.01%	$33.402M 116,309 shares@ $287.18 avg price	Increased 7.17%
VTV Vanguard Value Etf Recent Activity Increased 6.39%	1.97%	$32.682M 166,576 shares@ $196.2 avg price	Increased 6.39%

1-10 of 310